> BESSENT ON FED: APPLAUD WARSH FOR ELIMINATING FORWARD GUIDANCE

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> BESSENT ON U.S. ECONOMY, GDP: CAN GET TO SOMETHING WITH 3 IN FRONT OF IT THIS YEAR -CNBC

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> BESSENT: WARSH `CAME OUT TOUGH' TALKING ABOUT INFLATION

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> BESSENT ON FED, RATE CUTS: TRUMP HAS CONFIDENCE IN WARSH

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> RUBIO DISCUSSED IRAN DEAL, SAFE TRANSIT THROUGH STRAIT OF HORMUZ, IMPORTANCE OF PEACE AND STABILITY IN REGION WITH UAE LEADERSHIP -STATE DEPARTMENT

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> BLACKROCK RECOMMENDS A 1-2% $BTC ALLOCATION FOR TRADITIONAL PORTFOLIOS, SAYING A SMALL POSITION CAN ADD UPSIDE WITHOUT TAKING OVER RISK

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> CHINESE SUPERCOMPUTER OVERTAKES U.S. AS WORLD'S FASTEST

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> 2008 CRISIS WINNER TARGETS PRIVATE CREDIT RISKS

INVESTOR LEE ROBINSON, WHO TURNED A SUBPRIME BET INTO A 900% GAIN DURING THE 2008 CRISIS, IS NOW BETTING AGAINST INSURERS HE SEES AS EXPOSED TO PRIVATE CREDIT RISKS.

HE WARNS MARKETS ARE UNDERESTIMATING POTENTIAL LOSSES FROM THE $1.8 TRILLION PRIVATE CREDIT SECTOR.

ROBINSON SAYS ONE MAJOR INSURER SETBACK COULD TRIGGER BROADER STRESS ACROSS THE INDUSTRY.

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> 🇨🇳 CHINA TAKES SUPERCOMPUTING CROWN

CHINA’S LINESHINE HAS OVERTAKEN THE U.S.'S EL CAPITAN AS THE WORLD’S FASTEST SUPERCOMPUTER, RANKING NO. 1 ON THE LATEST TOP500 LIST.

BUILT WITH DOMESTICALLY DEVELOPED TECHNOLOGY, LINESHINE OUTPERFORMED ITS U.S. RIVAL BY 22%.

THE ACHIEVEMENT MARKS A MAJOR MILESTONE FOR CHINA’S PUSH TO BUILD AN INDEPENDENT HIGH-PERFORMANCE COMPUTING ECOSYSTEM DESPITE U.S. TECHNOLOGY RESTRICTIONS.

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> TRUMP TO FOX: INSPECTORS TO BE ALLOWED WHERE IRAN'S URANIUM IS

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> TRUMP TELLS FOX NO RUSH GETTING INSPECTORS INTO IRANIAN SITES

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> SPOT GOLD EXTENDS FALL, LAST DOWN OVER 2% AT $4017.06/OZ

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> SPOT SILVER FALLS 5% TO $58.96/OZ

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> U.S. Q1 CURRENT ACCOUNT BALANCE -226.8 BLN DLRS (CONS -215.0 BLN) VS Q4 BALANCE -221.1 BLN (PREV -190.7 BLN)

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> US 4Q CUR ACT REVISED TO DEFICIT $221.1B VS DEFICIT $190.7B

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> JPMORGAN LOWERS OIL PRICE OUTLOOK

JPMORGAN CUT ITS BRENT CRUDE FORECAST FOR THE SECOND HALF OF 2026, CITING WEAKER INVENTORY DRAWS AND SOFTER-THAN-EXPECTED DEMAND.

THE BANK NOW SEES BRENT AVERAGING $86 PER BARREL IN Q3, $80 IN Q4, AND ENDING 2026 AT $78.

JPMORGAN ALSO WARNED THAT EXCESS SUPPLY COULD REQUIRE PRODUCTION CUTS IN EARLY 2027.

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> BITCOIN DROP COULD PRESSURE STRATEGY

STRATEGY’S $53 BILLION BITCOIN HOLDINGS CURRENTLY COVER ITS FINANCING COSTS, BUT A DEEPER BITCOIN DECLINE COULD MAKE FUNDING MORE DIFFICULT.

ANALYSTS ESTIMATE THAT IF BITCOIN FALLS TO $30,000, STRATEGY MAY NEED SUBSTANTIAL SHARE ISSUANCE TO MEET OBLIGATIONS, INCREASING PRESSURE ON MSTR STOCK.

IN A SEVERE DOWNTURN, SELLING BITCOIN COULD BECOME A FALLBACK OPTION, POTENTIALLY ADDING FURTHER PRESSURE TO THE CRYPTOCURRENCY.

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> SPOT GOLD FALLS BELOW $4,000/OZ FOR THE FIRST TIME SINCE NOVEMBER 2025

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> $AVGO - OPENAI AND BROADCOM UNVEIL LLM-OPTIMIZED INTELLIGENCE PROCESSOR

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> SPOT GOLD EXTENDS FALL, LAST DOWN OVER 3% AT $3,978.79/OZ

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> HORMUZ FERTILIZER TRADE REBOUNDS

FERTILIZER SHIPMENTS THROUGH THE STRAIT OF HORMUZ ARE RECOVERING AFTER THE U.S.-IRAN INTERIM PEACE DEAL, EASING CONCERNS OVER GLOBAL SUPPLY DISRUPTIONS.

AT LEAST 16 FERTILIZER VESSELS HAVE EXITED THE STRAIT, WHILE WEEKLY EXPORTS HAVE REBOUNDED TO NEARLY 530,000 TONS FROM NEAR-ZERO LEVELS DURING THE CONFLICT.

THE RECOVERY HAS HELPED DRIVE UREA PRICES LOWER AND REDUCED RISKS TO GLOBAL FOOD INFLATION.

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